Spanish Client Service Associate

Fisher Investments

Apr 17

Applications are closed

Job
Full-time
Entry Level
Customer Relations
London

Requirements

A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus)
Native/Fluent Spanish and English skills
You can connect with a wide array of audiences by phone and email with a focus on client service
Work well in a collaborative, team-oriented setting
Commitment to maintain quality of work while sticking to a timeline

Responsibilities

Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will:
Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks
Gain exposure to other European countries' businesses
Help Investment Counsellors with relationship management by working with existing clients on operational inquiries
Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients
Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility
Report to your client Service Team Leader who will aid in your on-the-job training and professional development

FAQs

What are the main responsibilities of a Spanish Client Service Associate?

As a Spanish Client Service Associate, your main responsibilities include managing daily tasks for a private money management firm, interacting with Spanish-speaking clients, asking questions, improving processes, proposing solutions, and contributing to the overall success of the team.

How is performance evaluated for a Spanish Client Service Associate?

Performance for a Spanish Client Service Associate is evaluated based on meritocracy, meaning that your contributions and achievements are recognized and rewarded. Employee development is also a key aspect of evaluation, as we invest in your growth and progression within the firm.

What opportunities are available for advancement as a Spanish Client Service Associate?

As a Spanish Client Service Associate, the more value you can add to the team, the quicker you will have opportunities for advancement. We aim for successful employees to promote to their next role within 2 or more years, as we believe in rewarding hard work and dedication to the firm.

Fisher Investments

Bettering the Investment Universe

Finance

Industry

1001-5000

Employees

1979

Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.